EWM

Evolution Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$3.44M
3 +$1.46M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.36M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.2M

Top Sells

1 +$3.47M
2 +$669K
3 +$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$564K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$349K

Sector Composition

1 Technology 5.02%
2 Financials 1.83%
3 Consumer Discretionary 1.28%
4 Communication Services 1.09%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
551
Gilead Sciences
GILD
$158B
$7.67K 0.01%
55
+32
DGRO icon
552
iShares Core Dividend Growth ETF
DGRO
$40.7B
$7.65K 0.01%
109
SNDK
553
Sandisk
SNDK
$254B
$7.62K 0.01%
+12
OXY icon
554
Occidental Petroleum
OXY
$58.8B
$7.54K 0.01%
116
SCHP icon
555
Schwab US TIPS ETF
SCHP
$15.6B
$7.53K 0.01%
283
+249
FDX icon
556
FedEx
FDX
$78.5B
$7.48K 0.01%
21
NCLH icon
557
Norwegian Cruise Line
NCLH
$8.32B
$7.48K 0.01%
400
+100
ET icon
558
Energy Transfer Partners
ET
$67.2B
$7.41K 0.01%
384
SJNK icon
559
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$7.37K 0.01%
+295
EBND icon
560
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$7.26K 0.01%
352
+193
VBK icon
561
Vanguard Small-Cap Growth ETF
VBK
$23.9B
$7.25K 0.01%
24
CSQ icon
562
Calamos Strategic Total Return Fund
CSQ
$3.32B
$7.02K 0.01%
410
OVS icon
563
Overlay Shares Small Cap Equity ETF
OVS
$28M
$6.95K 0.01%
191
TTE icon
564
TotalEnergies
TTE
$199B
$6.91K 0.01%
76
NICE icon
565
Nice
NICE
$5.69B
$6.84K 0.01%
62
PBUS icon
566
Invesco MSCI USA ETF
PBUS
$11.5B
$6.78K 0.01%
+104
ITW icon
567
Illinois Tool Works
ITW
$71.5B
$6.77K ﹤0.01%
26
+10
HIG icon
568
Hartford Financial Services
HIG
$34.9B
$6.76K ﹤0.01%
50
LUV icon
569
Southwest Airlines
LUV
$20.7B
$6.72K ﹤0.01%
179
HLT icon
570
Hilton Worldwide
HLT
$75.8B
$6.69K ﹤0.01%
+22
HCA icon
571
HCA Healthcare
HCA
$81.5B
$6.63K ﹤0.01%
+14
AFL icon
572
Aflac
AFL
$57.8B
$6.58K ﹤0.01%
60
RF icon
573
Regions Financial
RF
$23.9B
$6.58K ﹤0.01%
+252
EMR icon
574
Emerson Electric
EMR
$79.6B
$6.55K ﹤0.01%
50
EMLP icon
575
First Trust North American Energy Infrastructure Fund
EMLP
$3.96B
$6.55K ﹤0.01%
150